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Legacy Planning

Legacy planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured legacy plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.

While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced legacy planning professionals who stay current in this field and advise clients on a day-to-day basis.

Trusts

There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer your assets in the future. Most trusts can also provide current benefits, such as tax deferral and deductions. Unlike a will, a trust may help avoid probate upon your death. To learn more about trusts and how they may benefit you, we will be happy to help you consult a qualified legacy planning attorney who can assist you with these issues.

Probate

Probate is the potentially lengthy and costly legal process that oversees the transfer of your assets upon your death. If you do not create a will or set up a trust to transfer your property when you die, state law will determine what happens to your estate. This is called intestate. Without a will or some other form of legal legacy planning, there is the chance that more of your property may not go where you want it to. We can refer you to a qualified estate planning attorney who can assist you in these matters.


Strategies for Financial Independence

To schedule a time to discuss your financial future, contact us at info@swan-capital.com or call us at 850-380-9558 today!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters.

Contact Us

Phone: 850-380-9558
Email: info@swan-capital.com

Our Location

107 W. Gregory Street
Pensacola, FL 32502

2053 Dauphin Street
Mobile, AL 36606


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